Senior wealth and investment administrator | rosebank

Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves on delivering highly personalized, exceptional service to their clients. They are looking for a dedicated, grounded, and versatile professional to join their team and become an integral part of their company culture.

If you thrive in a collaborative environment, possess a high level of integrity, and love to wear multiple hats, this is the perfect place for you to grow.

Key Responsibilities: Comprehensive Administration: Handle new business processing, switches, repurchases, and portfolio statements. Data Management: Maintain and update client data meticulously on internal client management systems. Client Servicing & Front-of-House: Act as the first point of contact answering phones, greeting clients at reception, serving refreshments, and handling general client queries. Planner Support: Assist existing financial planners with investment reports...